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Investment Opportunities

Business Environment

Investment Decisions

Our Client and Due Diligence Approach is used to review all opportunities. Here are some of what we require:

Business Plan

  • Copy of most recent business plan
  • 3-5 year financial projections (budgets and asset growth) and assumptions related to the business plan

Financial Statements

  • Audited financial statements for the last three (3) years
  • Interim statements for most recent period with comparison to prior year

Corporate Structure

  • Brief history of the Firm , mission statement
  • List any mergers, acquisitions and other major events during firms history
  • List of any subsidiaries and affiliated entries including a description of main activities, relationship with the Firms core business and recent financial statements
  • Description of all major lines of business and product offerings
  • Estimated market share, names and sizes of competitors by line of business

Development Impact

  • Statement of Company's demonstrated commitment to expanding business line
  • Inhouse Professional & Technical expertise for the Business / Transaction
  • Procedures used to target services (e.g. operating procedures, loan applications etc.)
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